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Custom Training Build Assessment

This assessment helps us build your custom employee training system around the way your company actually operates.

You’ll share details about your team workflow, installation standards, morning routines, marketing expectations, and how you handle things like re-installs and takedowns.

The goal is to stack your real-world operations on top of our training foundation so your new hires understand exactly how things are done inside your company.

Estimated completion time: 10–15 minutes.

Click the button below to start.

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Question 1 of 40

Company Name

Question 2 of 40

How would you describe your company culture in 1–2 sentences?

Question 3 of 40

What matters most to you?

A

Speed

B

Perfection

C

Balanced production

D

Depends on the job / situation

Question 4 of 40

List 3 non-negotiables for your installers.

Question 5 of 40

If a new installer only remembered ONE thing about how you operate, what would it be?

Question 6 of 40

Biggest struggle you’ve had with installers so far?

Question 7 of 40

Top 3 mistakes new hires make.

Question 8 of 40

Top 3 reasons you get callbacks.

Question 9 of 40

Roofline spacing standard?

Question 10 of 40

Bulb orientation preference?

A

Facing outward

B

Facing upward

C

Depends on the house

D

No strict preference

Question 11 of 40

Do installers work solo or in pairs?

A

Always in pairs

B

Sometimes solo

C

Depends on the job

D

Mostly solo

Question 12 of 40

When should installers call a lead/owner vs solve it themselves?

Question 13 of 40

What part of install day feels the most chaotic?

Question 14 of 40

How do your employees operate day-to-day?

A

Inside a CRM

B

Through text / group chat

C

Through printed job sheets

D

Mixed system

Question 15 of 40

What CRM or job software do you use?

A

Jobber

B

Housecall Pro

C

LMN / Aspire

D

None / Other

Question 16 of 40

Where do installers get their job details each day?

A

Inside the CRM

B

From a morning meeting

C

Texted to them

D

Printed paperwork

Question 17 of 40

Where do installers find gate codes or neighborhood access details?

A

Inside CRM job notes

B

On printed paperwork

C

Text from office

D

No consistent system

Question 18 of 40

What does a typical morning look like for your team?

Question 19 of 40

Where do crews start the day?

A

Shop / Warehouse

B

Storage unit

C

First job site

D

Varies day to day

Question 20 of 40

Who loads the trucks?

A

Installers

B

Crew leader

C

Warehouse person

D

Pre-loaded the day before

Question 21 of 40

What slows mornings down the most?

Question 22 of 40

Do you hold morning safety talks or production huddles?

A

Yes, daily

B

Yes, a few times per week

C

Sometimes / as needed

D

No

Question 23 of 40

Are installers required to take before/after photos?

A

Yes, every job

B

Sometimes

C

Only crew lead

D

No

Question 24 of 40

Do you use CompanyCam or job documentation software?

A

CompanyCam

B

Other documentation software

C

No

D

Want to start

Question 25 of 40

If yes, what must be documented every job?

Question 26 of 40

Do installers help collect Google reviews?

A

Yes, every job

B

Yes, sometimes

C

No

D

Want to start

Question 27 of 40

If yes, what’s the review process?

Question 28 of 40

Do you leave a yard sign in the yard after every install?

A

Yes, every job

B

Only certain homes

C

Only with customer permission

D

No

Question 29 of 40

Do installers drop extra yard signs while driving between jobs?

A

Yes, regularly

B

Sometimes

C

Rarely

D

No

Question 30 of 40

Any other marketing expectations for installers?

Question 31 of 40

What does professional behavior at a customer’s home mean to you?

Question 32 of 40

What does the end of the day look like for your crews?

Question 33 of 40

Who does the final walkthrough?

A

Crew leader

B

Installer on site

C

Owner

D

Office / Project manager

Question 34 of 40

What must happen before leaving a completed job?

Question 35 of 40

Who fuels the trucks?

A

Each crew fuels their own truck

B

Crew leader fuels

C

Warehouse / ops person fuels

D

Owner fuels

Question 36 of 40

Is there a gas card in the truck?

A

Yes, always

B

Yes, but controlled

C

No

D

Depends on the vehicle

Question 37 of 40

Any rules around fuel purchases or receipt tracking?

Question 38 of 40

Explain your RE-INSTALL process in detail (the more detail the better).

Question 39 of 40

Explain your TAKEDOWN + STORAGE process in detail (the more detail the better).

Question 40 of 40

Is there anything else you’d like to share about new hires, new employees, or how you specifically operate? Feel free to brain dump anything here.

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